For those that want someone else to run their family finance projects and initiatives
Custom tax plan including business entity analysis, tax review, identify applicable tax strategies and estimate impact of each and cash flow system design.
Personal program manager to interact with your family advisors and drive initiatives
Weekly status emails and monthly call to ensure projects are progressing
What you get
$6,695 / month
$9,995 to join
6-month commitment
Personal tax plan that includes tax strategies
We run your wealth initiatives and projects for you so that you can focus on other things
Personal project manager oversees execution with your advisors
Just want training and coaching? Check out coaching
Not sure which option is best for you? Let's talk.
You've got questions. We've got answers. No reason to wait for our next webinar or conference. Request a free 15-minute consultation with one of our strategists today.
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